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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,467 | $59,467+84.1% | $93,727+16.8% | $74,478+47.0% |
| Participation rate | 27.0% | 59.6%-32.6pp | 68.7%-41.7pp | 67.2%-40.2pp |
| Annual return | 10.20% | 82.14%-71.9pp | 133.83%-123.6pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,504 | $3,052-50.7% | $4,417-65.9% | $4,350-65.4% |
| Admin fee / account holder | $7,521 | $3,028+148.3% | $8,292-9.3% | $1,946+286.5% |